Reminder module for Perfex CRM v1.0.3

Reminder module for Perfex CRM (item ID: 33455479) is an item from codecanyon.net in category php-scripts. This is a premium item and their price is $30 with regular license. According to some statistics, the author zonvoir sold about 152 items from the release date 2021-08-13. Reminder module for Perfex CRM enjoys sound reputation, so 1 user(s) rated it with 0 stars. Now, you can free download Reminder module for Perfex CRM in CPUMe. Remember this item is for testing & studying purposes only and is not supported for commercial use.

This is a module for Perfex CRM

Demo: Click Here

Reminder module allows to send reminders for following

• Invoice
• Estimate
• Proposal
• Credit Notes
• Support
• Custom Reminder
• Custom Services

Features:-

• Email Notifications
• Sms Notifications with twilio
• Reminders will be send to staff and customers
• Customised email template
• status on reminder
• Reminders comments
• Reminders Notes
• Recurring Reminder
• Export
• Filter by: Year, Customer, Staff,This month, This Week, Recurring Reminders, include Notified, customer, Related To, Added By.
• Multi language

Note:-

• Twilio configuration is required for sending SMS
• Cron job configuration is required for sending email and message

Create Custom services

Step: Setup->Reminder settings->Reminder services-> Add New service

Enable Staff Reminder Trigger SMS in setting

Step: Setup->Settings->SMS->Staff Reminder(section)->Click on Available merge fields links and copy merge fields and paste text area then save it.

Customised your customer email template

Step: Setup-> Email Templates >Customer>Reminder->Customised your template as per needed.

Change Log:-

23-01-23

 Support Ticket related doc issue fixed. 

25-03-22

 customer email bug Fixed 

02-03-22

 Bugs Fixed 

28-02-22

 Bug Fixed 1- search the customer details on Invoice 2-Total Amount error. 3- Cron issue. 

26-02-22 (V 1.0.4)

 1- Custom Services. 2- Recurring Reminder. 3- Add new Filters. 4- Add Notes in Edit. 5- Bug fixed. 

03-12-21 (V 1.0.3)

 1- Custom Reminder. 2- Staff view Own Permission added. 3- Customer Email templated added. 4- Removed automatically assigned reminder fixed. 

25-10-21 (V 1.0.2)

 1- Table View changed. 2- Add Edit, View, Delete button added in table. 3- From to Date range filter added. 4- Notified/Pending status added in table. 5- Related to filter added for Proposal, Estimate, invoice, Credit Note, Support ticket. 

25-08-21

1 minor bug fixed

19-08-21

Support Ticket added Some minor bug fixed